VANGUARD WELLINGTON FD's ticker is VFMF and the CUSIP is 921935607. A total of 28 filers reported holding VANGUARD WELLINGTON FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,000 | 0.0% | 30 | -9.1% | 0.00% | 0.0% |
| Q4 2020 | $3,000 | 0.0% | 33 | -5.7% | 0.00% | 0.0% |
| Q3 2020 | $3,000 | +50.0% | 35 | 0.0% | 0.00% | +100.0% |
| Q2 2020 | $2,000 | -66.7% | 35 | -65.7% | 0.00% | -80.0% |
| Q1 2020 | $6,000 | -14.3% | 102 | +6.2% | 0.01% | +25.0% |
| Q4 2019 | $7,000 | 0.0% | 96 | +1.1% | 0.00% | -20.0% |
| Q3 2019 | $7,000 | 0.0% | 95 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 95 | +6.7% | 0.01% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 89 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $6,000 | – | 89 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 21,384 | $1,208,000 | 1.22% |
| Pinnacle Wealth Management Advisory Group, LLC | 13,427 | $759,000 | 0.37% |
| Physician Wealth Advisors, Inc. | 7,930 | $467,000 | 0.23% |
| Carroll Financial Associates, Inc. | 18,468 | $1,043,000 | 0.10% |
| PINNACLE ASSOCIATES LTD | 16,607 | $939,000 | 0.03% |
| Belpointe Asset Management LLC | 2,312 | $131,000 | 0.02% |
| Advisory Alpha, LLC | 1,302 | $77,190,000 | 0.02% |
| Pacific Center for Financial Services | 423 | $24,000 | 0.02% |
| FIRST MANHATTAN CO. LLC. | 34,992 | $1,977,000 | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 30,810 | $1,741,000 | 0.01% |